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“We are able to connect relationships, understand who the players are, and manage meetings and communications. The system and the tools Backstop has provided to us are second to none in that regard.”
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“We’re considered an institutional player, and Backstop is definitely one of those functions that can make every group a better performer and further institutionalize our investment management program.”
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“At GFOS, we have always put our client interests at the heart of every investment decision we make. Backstop has empowered us with a better way to collaborate and synthesize critical information on a timely basis. Our experience has been very positive since day one, with the entire implementation process …
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“With multiple PMs, we saw the benefit of having a centralized solution for investor management from the start. The system was very easy for everyone to get. There was no intensive training time, and we really appreciate all the help we got from the Backstop team as we were starting …
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"We’re using Backstop to track where we are in the lifecycle of an investor – from prospect to close to stewardship.”
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"Most funds are not managed by a nonprofit organization. We have to be entirely transparent in the way our Fund spends its resources.”
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"The Backstop system has helped us grow and accomplish more than we ever realized we could.”
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“We were really looking for where we could get the most bang for our buck when it came to software spend, especially after using an outdated, very manual system before. One of the main points that made the transition to Backstop such an easy decision was relationship tracking. Previously, we …
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“I have used several other systems in my days and this one is by far the best, most tailored to the asset management industry and with the most user-friendly features."
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“It was very much a patchwork of analysis that constrained the ability of the very talented people to extract the conclusions that they required.”
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“Great system and very easy to access. Very powerful tool for Investor Relations and Marketing purposes."
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“Great relational database for information tracking, contact management, client management, distribution, and accounting.”
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“Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist …
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“Not only are we happy with the cost savings provided by Backstop, we’ve experienced at least a 10% improvement in report generation time. By moving performance reporting to Backstop, we’ve improved our data accuracy, and it’s even helped us better communicate across the team. We’ve been really impressed by Backstop’s …
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"Backstop is very easy to organize. I have a wealth of data about our investors and prospects in one place. The tags allow me to have focused emails and campaigns. It makes us all more efficient at engaging our investors and prospects."